SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$15.6M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$254K ﹤0.01%
+9,562
702
$253K ﹤0.01%
47,130
+6,338
703
$253K ﹤0.01%
20,615
+830
704
$252K ﹤0.01%
2,474
+54
705
$251K ﹤0.01%
1,370
-13
706
$250K ﹤0.01%
+3,895
707
$250K ﹤0.01%
+6,664
708
$250K ﹤0.01%
+7,793
709
$250K ﹤0.01%
+408
710
$249K ﹤0.01%
1,764
-15
711
$248K ﹤0.01%
+6,594
712
$247K ﹤0.01%
+24,409
713
$246K ﹤0.01%
8,294
-822
714
$246K ﹤0.01%
+3,934
715
$246K ﹤0.01%
+1,054
716
$245K ﹤0.01%
518
-133
717
$244K ﹤0.01%
13,127
+5,783
718
$243K ﹤0.01%
+13,962
719
$242K ﹤0.01%
2,800
720
$241K ﹤0.01%
2,486
+61
721
$238K ﹤0.01%
701
-27
722
$237K ﹤0.01%
4,625
+100
723
$237K ﹤0.01%
6,595
-1,625
724
$237K ﹤0.01%
+10,984
725
$236K ﹤0.01%
+965
27 28
29
30 31